Description:
Preparation accounts for $317,539 of the gross revenue. *Tax Planning accounts for $3,975 of the gross revenue. *Tax Representation accounts for $25,073 of the gross revenue. * Software in use is Lacerte * This firm has a fantastic reputation for their client representation work before the IRS, FTB, etc. A buyer familiar with and involved in representation work can walk into this dynamite practice * A long-term working relationship can be established with the seller's Financial Advisors firm and enhance the value of this opportunity for both the buyer and the clients..